THE CHIEF FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CHIEF FOUNDATION INC (EIN 20-4896971)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-07
- IRS object ID
- 202431599349100308
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-07T11:31:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204896971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHIEF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIE | BusinessNameControlTxt |
| Phone | 3083897200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 688022078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL VAJGRT | PersonNm |
| Person Title | SECRETARY/ TREASURER | PersonTitleTxt |
| Phone | 3083897200 | PhoneNum |
| Signature | 2024-06-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHERYL | PersonFirstNm |
| Person Last | VAJGRT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Preparer Person | PreparerPersonGrp |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,338,451 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $57,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,540 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$69,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,490,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $488,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,540 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,226 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $908 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,864 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,070 | CashBOYAmt |
| Cash EOY | $35,409 | CashEOYAmt |
| Cash EOYFMV | $35,409 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,598 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,661,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,255,444 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,255,444 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,703,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,338,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,338,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,703,758 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,338,451 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,703,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,338,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,703,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,338,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,703,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,036 | ExcessRevenueOverExpensesAmt |
| Other Increases | $272,657 | OtherIncreasesAmt |
| Subtotal | $2,338,451 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,338,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE | 2023-01-27 | 2023-03-13 | $217,444 | $231,671 | -$14,227 | -$14,227 | |
| TD AMERITRADE | 2019-06-25 | 2023-03-13 | $549,852 | $591,921 | -$42,069 | -$42,069 | |
| CHARLES SCHWAB | 2023-10-18 | 2023-11-09 | $505,345 | $526,987 | -$21,642 | -$21,642 | |
| CHARLES SCHWAB | 2019-01-01 | 2023-11-09 | $203,911 | $209,199 | -$5,288 | -$5,288 | |
| Capital Gains Dividends | $13,978 | $13,978 | $13,978 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$69,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $822 | OverpaymentAmt |
| Applied To ES Tax | $822 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHERYL VAJGRT | IndividualWithBooksNm |
| Phone | 3083897200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DJ EIHUSEN | ||||||||
| 111 SANDBAR LANE | PHILLIPS | NE | 68865 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHERYL VAJGRT | ||||||||
| 1934 FREEDOM DRIVE | GRAND ISLAND | NE | 68803 | SECRETARY / TREASURER | 0.00 | $0 | $0 | $0 |
| SUSAN ALBERS | ||||||||
| 2001 W CHARLES | GRAND ISLAND | NE | 68803 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND LITERARY PURPOSES. | Description1Txt |
| Expenses1 | $114,166 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,976,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,118,573 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,118,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,086,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $678 | TotalTaxAmt |
| Distributable Before Adj | $103,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,166 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,572 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,572 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,932 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,932 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,932 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CHIEF FOUNDATION CO CHERYL VAJG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3083897200 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION WITH APPROPRIATE DOCUMENTATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS WILL BE MADE TO ORGANIZATIONS THAT ARE TAX-EXEMPT AS DEFINED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL CATHOLIC DEVELOPMENT FOUNDATION | ||||||
| 1200 NORTH RUBY AVE | GRAND ISLAND | NE | 68803 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $50,000 |
| CENTRAL COMMUNITY COLLEGE FOUNDATION | ||||||
| 201 FOUNDATION PLACE STE 200 | HASTINGS | NE | 68901 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $12,500 |
| GRACE JACKSON | ||||||
| 9377 N 200 W | WHEATFIELD | IN | 46392 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $7,500 |
| MALLORY MOORMAN | ||||||
| 503 A STREET | GLENVIL | NE | 68941 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $7,500 |
| MARY LANNING HEALTHCARE FOUNDATION | ||||||
| 741 N DENVER AVE | HASTINGS | NE | 68901 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $16,666 |
| MARY WILES | ||||||
| 355 PELHAM AVE | GILTNER | NE | 68841 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $2,500 |
| SAMANTHA REIMERS | ||||||
| 1038 SHERIDAN AVE | GRAND ISLAND | NE | 68803 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $5,000 |
| TESSA ELDRIDGE | ||||||
| 307 WEST 8TH ST | LEXINGTON | NE | 68850 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $2,500 |
| YMCA OF HASTINGS NEBRASKA | ||||||
| PO BOX 1065 | HASTINGS | NE | 68902 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,166 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTRAL CATHOLIC DEVELOPMENT FOUNDATION | ||||||
| 1200 NORTH RUBY AVE | GRAND ISLAND | NE | 68803 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $150,000 |
| GRACE JACKSON | ||||||
| 9377 N 200 W | WHEATFIELD | IN | 46392 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $15,000 |
| MALLORY MOORMAN | ||||||
| 503 A STREET | GLENVIL | NE | 68941 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $22,500 |
| MARY LANNING HEALTHCARE FOUNDATION | ||||||
| 741 N DENVER AVE | HASTINGS | NE | 68901 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $16,667 |
| SAMANTHA REIMERS | ||||||
| 1038 SHERIDAN AVE | GRAND ISLAND | NE | 68803 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $10,000 |
| TESSA ELDRIDGE | ||||||
| 307 WEST 8TH ST | LEXINGTON | NE | 68850 | INDIVIDUAL | SCHOLARSHIP SUPPORT FOR UNDERGRADUATE EDUCATION | $2,500 |
| SEWARD WELLNESS CENTER | ||||||
| 612 SEWARD ST | SEWARD | NE | 68434 | PRIVATE FOUNDATION | CAPITAL ASSET SUPPORT FOR COMMUNITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $226,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,540 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$69,248 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$11,708 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$11,708 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | DIVIDENDS AND INTEREST EARNED ON SECURITIES IS USED TO PROVIDE CHARITABLE GRANTS TO WORTHY TAX EXEMPT ORGANIZATIONS CARRYING ON RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIEF INDUSTRIES INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FUNDS NEW WORLD F3 | FMV | $52,615 | $52,615 |
| AMERICAN FUNDS US GOVERN | FMV | $203,845 | $203,845 |
| AMERICAN FUNDS WASHINGTON MUTUAL F2 | FMV | $183,479 | $183,479 |
| CLEARBRIDGE APPRECIATION | FMV | $103,256 | $103,256 |
| DODGE & COX FUNDS INCOME INVESTOR | FMV | $305,685 | $305,685 |
| DODGE & COX FUNDS STOCK INVESTOR | FMV | $97,502 | $97,502 |
| JPMORGAN US QUALITY | FMV | $173,828 | $173,828 |
| PGIM FUNDS SHORT TERM CORP BOND Z | FMV | $29,026 | $29,026 |
| PGIM FUNDS TOTAL RET BOND Z | FMV | $111,134 | $111,134 |
| PGIM ULTRA SHORT BOND | FMV | $50,131 | $50,131 |
| PIMCO INCOME INSTL | FMV | $37,449 | $37,449 |
| SCHWAB FUNDAMENTAL INL | FMV | $85,202 | $85,202 |
| SPDR INDEX SHARES EMERG | FMV | $30,913 | $30,913 |
| SPDR PORTFOLIO S&P 500 | FMV | $534,628 | $534,628 |
| T. ROWE PRICE OVERSEAS STOCK | FMV | $200,720 | $200,720 |
| THORNBURG FUNDS | FMV | $6,703 | $6,703 |
| US TREAS BD | FMV | $49,328 | $49,328 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN FEES | Desc |
| Revenue And Expenses Per Books | $7,864 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,864 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) ON INVESTMENT | Desc |
| Amt | $272,657 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHIEF INDUSTRIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2078 | AddressLine1Txt |
| City | GRAND ISLAND | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68802 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $4,226 | Amt |
| Net Investment Income | $908 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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